What are the responsibilities and job description for the Retirement Plan Service Coordinator (Onsite) position at Wealth Enhancement Group?

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking a dedicated and detail-oriented Retirement Plan Service Coordinator to join our team. In this role, you will provide essential account support and services to achieve the department's objectives and goals, ensuring the overall satisfaction and development of our clients. You will work closely with Portfolio Managers on shared clients to maintain continuity of service between departments and identify potential business opportunities. If you are passionate about delivering exceptional client service and have a keen eye for identifying growth opportunities, we would love to hear from you.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000 - $75,000.00 exclusive of bonuses and benefits. This position is also eligible for an annual team bonus.

WEG hires employees and makes decisions about their salary qualifications based on factors such as : the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $51,450 to $84,000. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Retirement Plan Expertise

Demonstrate working knowledge of defined contribution and defined benefit plans.
Apply retirement industry knowledge to work assignments.
Expertise in compliance, administration, plan design, investments, fiduciary support, governance, and employee education services.

Client Relationship Management

Develop and establish strong relationships with clients, fiduciaries, and service providers (CPAs, actuaries, attorneys, financial advisors, 401(k) record-keepers).

Act as primary contact for day-to-day service issues and inquiries for assigned clients.

Service clients by resolving issues such as distributions, audit prep, billing, and eligibility.

Maintain client records through internal systems.

Business Development and Operations

Identify new business development opportunities and support the sales team.

Produce effective marketing proposals for new and existing clients.

Assist with the implementation of new clients and new lines of business.

Ensure accurate billing and troubleshoot billing issues with the Finance Department.

Achieve individual and team goals for service levels, growth, and retention.

Prioritize activities and manage time to provide quality client service.

Produce, analyze, and distribute regular reporting to achieve goals.

Education / Qualifications

Bachelor's or advanced degree and at least 3 years' experience working with retirement plans.

Working knowledge of retirement regulations (ERISA, DOL, etc.)

Demonstrated ability to perform in a fast-paced service environment.

Strong written and verbal communication skills.

Ability to coordinate and manage multiple projects while ensuring timely and accurate client deliverables, with effective problem solving and resolution skills

Strong analytical and problem resolution skills.

Sound business judgment in determining what issues need to be prioritized or elevated to appropriate level of authority.

Pension or investment designations helpful, but not required

Ability to use different software systems including but not limited to, Microsoft Word, PowerPoint, Excel, Salesforce and Envestnet

Ability to navigate different retirement provider websites

Ability to travel up to 10%

IND123

LI-NR1

LI -Onsite

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful : health and wellness, financial well-being, professional development, and work / life harmony. You may participate in the following benefits & development opportunities :

Training and professional development

Medical, dental and vision coverage (Available to employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance - employer paid and voluntary options

Short-term and long-term disability, workers compensation - employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters : Link

OSHA Requirements : This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Salary : $51,450 - $84,000

Apply for this job

Receive alerts for other Retirement Plan Service Coordinator (Onsite) job openings

Retirement Plan Service Coordinator (Onsite)

What are the responsibilities and job description for the Retirement Plan Service Coordinator (Onsite) position at Wealth Enhancement Group?

What is the career path for a Retirement Plan Service Coordinator (Onsite)?

Job openings at Wealth Enhancement Group

Not the job you're looking for? Here are some other Retirement Plan Service Coordinator (Onsite) jobs in the Pittsford, NY area that may be a better fit.

We don't have any other Retirement Plan Service Coordinator (Onsite) jobs in the Pittsford, NY area right now.

AI Assistant is available now!